How is the clean energy transformation taking shape around the world? A new @economist.com article explains, with the help of @milomcbride.bsky.social and Carnegie’s Clean Energy Tracker.
Read here: www.economist.com/science-and-...
@milomcbride.bsky.social, Daniel Helmeci, Debbra Goh, and Daevan Mangalmurti explain in their latest Carnegie paper, produced with data from Project InnerSpace’s GeoMap tool. Read here: carnegieendowment.org/research/202...
Europe should leverage the US climate policy shift.
To safeguard its green transition goals, Europe should build cooperation on geothermal energy and focus on technologies that enhance security & decarbonization, argues @milomcbride.bsky.social.
His latest 👇
carnegieendowment.org/europe/strat...
Critical minerals took the spotlight in U.S.-China trade talks this week. But how has China become so dominant in the sector – and are businesses banking on conflict? @milomcbride.bsky.social weighed in ⬇️
Despite President Trump's withdrawal from the global climate stage, can the U.S. and Europe still cooperate on climate?
@rmomtaz.bsky.social, @olazard.bsky.social, and @milomcbride.bsky.social discuss on @carnegieeurope.bsky.social’s Europe Inside Out: buff.ly/jJpZtTZ
🎧 | Trump's cuts to climate funding complicate the clean energy transition.
In a new episode of #EuropeInsideOut, @rmomtaz.bsky.social, @olazard.bsky.social, & @milomcbride.bsky.social explore the avenues left for EU-US clean energy cooperation.
👉 europe-inside-out.simplecast.com/episodes/can...
Latest w/ @milomcbride.bsky.social: “The U.S. is at a strategic crossroads on whether it can compete in the global EV market, innovate next-gen batteries, and secure mineral supply chains. The first step is recognizing that all three imperatives are intertwined.”
foreignpolicy.com/2025/06/05/e...
As the green hydrogen industry collapses in real time, some incredible developments are underway in geologic hydrogen production.
This is still a 2030s moonshot, but recent USGS data, wildcatter results, and the literature on its ultra-low production costs could be a gamechanger.
#H2
#EnergySky
Carnegie’s Carbon to Clean Tracker is now live!
As legacy fossil-fired plants across the world transition to clean energy hubs, @milomcbride.bsky.social and Daniel Helmeci keep you up to date with their new, interactive tracker. Check it out here: carnegieendowment.org/features/cle...
Rare earths are top of mind with yesterday’s mineral deal in Ukraine. Elsewhere, Pres. Trump’s development cuts hamper opportunities for the U.S. to challenge China’s dominance in critical minerals. @milomcbride.bsky.social explained for @washingtonpost.com 👇 www.washingtonpost.com/business/202...
CPE also has a proposal for a Mountain West EGS consortium! @publicenterprise.bsky.social is soliciting input on its geothermal deployment research from governments, developers, utilities, and other interested parties. If you're in this space, talk to us!
publicenterprise.org/report/enhan...
Across the world, legacy fossil fuel plants are being retrofitted as "clean energy hubs"—150+ examples and counting. Here's a database that tracks them.
Exciting developments via Africa's clean energy giant:
After installing about 50% of Kenya's power generation from geothermal resources, KenGen has already begun projects Ethiopia, with new exploration now underway in Zambia and Tanzania.
#Kenya
#EnergySky
#Geothermal
An incredible graphic on the scale of uncertainty in US data center forecasts and its impact on load growth.
Don Draper: "So we scare everyone into thinking exponential power demand is inevitable and the grid will break without more coal and gas-fired generation"
#AI
#Data
#EnergySky
The U.S.’s reliance on China for rare earth minerals is nearly total. In a U.S.-China trade war, American manufacturers are under critical threat. But so far, policymakers haven’t taken the threat seriously, says @milomcbride.bsky.social 👇
Full article in @nytimes.com ➡️ buff.ly/EpyJIk9
Great speaking with the @washingtonpost.com about China's role in the current clean energy and industrial landscape:
“It is difficult to overstate China’s singular lead across clean energy technologies. The gaps are both enormous and historically unprecedented.”
#China
#GreenSky
All this talk of mineral security is missing point.
In my latest for Cipher News, I argue that developing a domestic mineral supply chain will require long-term demand, an area that clean tech manufacturing is strategically positioned.
Big thanks to @amyaharder.bsky.social for this opportunity.
Tokyo (METI) is bullish on a perovskite future and have been pushing for it. But PSCs are unlikely an opportunity for Japanese manufacturers to reclaim the market because 1) for coming decade(+), PSCs will require silicon modules 2) Chinese producers (eg GCL) are moving fast and have the scale...
Also for the scale of *presumed* global LNG demand in the coming decades.
Chinese PV is about to get more efficient (TOPCon, and now perovskite tandem cells on the horizon!) + new BESS advances with CATL saying sodium-ion could reach 70% less than LFP. This is "energy security" for EM/DMs.
Chief economist: * literal didn't study economics and studied law which is big boy marketing for big ideas * (no peer review, no methodologies for substantiating economic assumptions - no matter how ridiculous or ill-informed)
It's an interesting tell about lithium prices - many expect them to remain structurally depressed for the rest of the decade (just like me, heyo!) which implies that LFP would further cut into the prospective BESS market that Na-ion producers were anticipating to have opportunity in.
Amid the F-35 debate, I've been thinking about "Kill Switch" as a post-punk industrial trio from South London in the early 1980s.
“If you want rare earths, you want to get that online to incubate an industry and process materials, offshore wind is probably the best thing you can do to give a demand signal,” he said. “Electric vehicles as well. That’s the rare earth market.”
🔌💡
Such important work - gratitude to you and your team for getting this analysis out right now.
In line with Bardella cancelling his CPAC appearance after Bannon’s “salute.”
Incredible how in the second graphic, this plunge began *before* the post-2008 rise of the Tea Party. Certainly defies consensus thinking.
Proud of my team’s deeply researched and timely publication, released yesterday, making the case that the United States should care deeply about winning the global race for clean energy technology. But first, we have to stop losing it.
carnegieendowment.org/research/202...
🚨For the past year, Carnegie has convened a bipartisan taskforce of past and future policymakers and industry leaders to explore the clean energy supply chain and develop a roadmap for the future.
📝Today, the taskforce released its final report and recommendations: t.co/yQtyxNDLPT
📝"Revolutionary shifts are underway in energy and mineral geopolitics," write @milomcbride.bsky.social and Daniel Helmeci.
To stay on top in the mineral market, the U.S. must focus on diplomatic engagement, inter-agency collaboration, and immediate results.
🔗More here: t.co/85eYlOIG6z
Exactly what the Dr. ordered. Very excited.
Lol he says "we" as if he's an active part of the Democratic party and not some random, outdated pundit occasionally ranting on CNN.
